Haite(SZ:002023) Xin Lang Cai Jing·2025-09-18 10:34Core Insights - Sichuan Hite High-tech Co., Ltd. hosted an on-site investor meeting with eight institutions, including Linrui Fund and Puhang Asset, to discuss the company's performance, core advantages, and market opportunities [1][2]. Group 1: Performance and Business Model - The company reported strong performance in Q2, driven by the extension of its R&D and manufacturing businesses, with products achieving a mature and mass delivery stage. The results in the aerospace engine component manufacturing have been significant and are now being applied in model maintenance, indicating the resilience of the business model and new growth momentum [3]. Group 2: Core Advantages in the Aerospace Industry - Technological innovation is the core competitive advantage of Sichuan Hite High-tech. The company possesses core technologies, a talented team, and research infrastructure across various fields, including aerospace engines, electronics, and machinery. It has developed over 40 projects in pre-research, research, and mass production, creating a virtuous cycle of innovation [4]. Group 3: Opportunities in the Yangtze River Delta Aircraft Industry Cluster - The company is actively expanding its multi-client maintenance market and developing capabilities for the maintenance and product development of domestic large aircraft and new aircraft models. It has acquired technical service capabilities for multiple systems in domestic commercial aircraft, gradually forming a comprehensive support capability at the aircraft system level [5]. Group 4: Low-altitude Economy Development - The company successfully developed and delivered the first domestic eVTOL simulator and is actively participating in the formulation of low-altitude industry standards, including co-authoring relevant white papers and developing group standards for new low-altitude aircraft operator licenses and training needs [6]. Group 5: "Belt and Road" Overseas Market Planning - The company is using Singapore as a "bridgehead" to expand into Southeast Asian markets and aims to increase its market share in overseas simulator sales, large-scale repairs in Southeast Asia, and overseas sales of aviation materials, while collaborating with partners to establish a presence in the European and "Belt and Road" simulator and training markets [7].